August 6, 2019 Happy Summer to All! Below are a few timely comments on the state of the Investing World along with a few tips for all to keep in mind as we hit August. As July turned to August and the last official month of Summer kicks off, we […]

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset classes may perform better than others. If […]

In addition to his work as a Financial Advisor at US Advisory Group working with clients to achieve their financial goals, Tucker McDonald currently serves on the Board of the Essex County Estate Planning Council and Boston College’s Neenan Society. Even still, Tucker continues to look for new ways to […]

After a frustrating end to 2018 where we saw December give back all the gains that had been made up until the final month, US Equity markets roared back in the 1st Quarter with the S&P 500 finishing up 13.6%.1 This comes on the heels of the Federal Government Shutdown […]

Social Security has been a pillar of retirement life for several decades, but how much do you really know about it? Here are some facts that might surprise you: The Social Security trust fund exceeds the gross domestic product of every major economy in the world, except the nine largest: […]

Thank you to all who were able to attend our Open House in Beverly on Thursday, January 10th. It was very nice to see friends and associates of our firm as we enter the New Year. Special thanks to Gentile Brewing Co. and Henry’s Fine Foods for provide refreshments and […]

THE QUARTER IN BRIEF Wall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent conflicting signals about its […]

*This email was shared with Clients and Friends of the Firm on Thursday, December 27, 2018. I hope you had a wonderful few days celebrating the holiday. We have obviously been watching the markets closely these past few weeks and while many recent headlines have been discouraging, we want to […]

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year leads into the next… Your investments. Review your approach to […]